Retainer management software for ongoing client work

Manage recurring client retainers from sales to delivery and finance in one platform. Stay productive and profitable with real-time insights into time and budget burndown.

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The proof is in the results

Scoro has provided consistant granual visibility over our project budget so we know exactly where a project might be at risk of over servicing.

Harv Nagra, Group Director of Operations SAENTYS

Scoro has ensured my team is not overworked, resources are used optimally, and less time is wasted on project management confusion.

Anna-Kaisa Reed, Art Director Aava & Bang

We can now be highly accurate on project profitability because of Scoro.

Colleen Kelley, President of Management Consulting Stratford Group

With the ability to manage dynamic timelines and deliverables at the client level, Scoro has been instrumental in our project management process.

Amber Hosek, Client Success Manager Boulder Insight
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Agree on retainer terms

Secure a predictable revenue stream and workload with retainer agreements. Centralize all relevant information by using Scoro’s quotes to record retainer terms.

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Automate retainer management

Set up retainer projects with a few clicks. All retainer periods and budgets are automatically created so you can easily track the actual results against each period’s target.

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Focus on the now

Managing ongoing client work becomes a breeze. Prioritize what matters most by viewing only the activities, sales, and financial documents relevant to the current period.

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retainer project management in Scoro by periods

Stay within budget

Set retainer time and monetary budget and track burndown by period. Got a flexible contract? Roll over unused hours or borrow time from future periods.

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Automate invoicing

Save time by automating the entire billing process. Automatically generate and issue invoices for each period. Set up late payment reminders to maintain a healthy cash flow.

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Control costs

Track internal delivery costs to know the true profitability of each period. Include project-related bills and expenses to ensure they are accounted for in the budget.

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Avoid overservicing

Understand how work is distributed among junior and senior team members. Reallocate resources to stay within the budget.

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Curious about how it works?

g2 users love us rank
g2 best usability award winter 2022
g2 awards leader winter 2022
g2 momentum leader winter 2022
g2 award high performer Europe winter 2022
g2 award top 50 project management products 2022
g2 award leader in europe winter 2022
g2 award leader in small businesses winter 2022
g2 momentum leader winter 2022
g2 best usability award winter 2022
g2 awards leader winter 2022
g2 award momentum leader winter 2022
g2 high performer europe winter 2022
g2 award top 50 best software awards 2022
g2 medal high performer enterprise
g2 leader small business winter 2022

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See how Scoro can help deliver projects and improve your profitability.

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